Experience

• 

  Baird

  • Group Head Coordinator

    • Feb 2022 - Present

  • Senior Administrative Assistant

    • Jan 2019 - Mar 2022

    Manage administrative operations and provide seamless support to the Real Estate Investment Banking Group Head, four Managing Directors, and 15 other bankers. Assist with project related assignments and the preparation of pitch books. Handle administrative matters including calendar management, domestic and international travel arrangements, and screening telephone calls. Prepare internal reports that are used to facilitate weekly meetings. Assist with multiple candidate interviews throughout the year and serve as liaison between the Baird Recruiting team and potential candidates. Manage the onboarding of new hires and track their required training and examinations. Ensure that computers and equipment are ordered, and network access is established for all new employees. Out-process bankers who leave Baird and work with IT to return their equipment. Foster team building and camaraderie by planning and organizing team off-sites and charitable events. Coordinate client meetings, internal team meetings, and work with Conference Services and Corporate Events to plan and organize closing dinners. Track various issues and action items to ensure follow-up and closure.

  • Administrative Assistant III

    • Dec 2012 - Dec 2018

    Effectively managed administrative operations for the Baird DC office and assisted 20 bankers, which included three Managing Directors and four Group Heads. Daily administrative duties included booking international and domestic travel, processing travel expenses and invoices, and ensuring proper approval of bills sent to the Accounts Payable department. Proactively managed calendars for all senior bankers and kept them informed about upcoming calls, meetings, travel, and schedule changes. Coordinated with our Corporate Events team and served as the primary contact person for conferences. Established partnerships with building management and vendors to ensure the seamless support of the Baird DC office. Displayed adaptability by performing beyond normal expectations and traveling between the Baird DC office and the new Tyson’s Corner location to assist with the onboarding of the Government Services team. Fostered continuity of operations by readily standing-in to as the Administrative Assistant for the Government Services team until they could fill their vacant admin position, while still providing full administrative and logistical support to the Baird DC office.

  • Receptionist

    • Sep 2011 - Dec 2012

    Performed various administrative and secretarial support functions for the office. Answered incoming calls in a courteous and business-like manner; forwarded calls to the appropriate party or voicemail, took messages and notified associates when visitors arrived. Directed incoming clients, business associates or vendors to the proper person in a helpful, professional manner. Tracked inventory levels and procured office supplies. Scheduled meetings and arranged dinners between Baird management and clients or corporate executives. Maintained compliance with Securities Exchange Commission (SEC) regulations and Financial Industry Regulatory Authority (FINRA) rules by regularly updating and managing the client information database. Answered inquiries from clients, prospective clients, and business associates. Completed client administrative forms using data obtained from ThompsonOne, Liquid Office, and CRM software. Opened and distributed daily incoming mail; provided support to Client Relationship Assistants with administrative tasks as needed.

• 

  Arvest Bank

  • Lawton, Oklahoma

  • Credit Analyst

    • May 2009 - Nov 2010
    • Lawton, Oklahoma

    Organized and analyzed client financial statements and related material using spreadsheets and database software. Reviewed all pertinent credit and financial information on borrowers including data provided by reporting services, credit bureaus, financial statements, and credit files. Interpreted financial information, specific industry trends, and customer data using financial spreadsheets. Utilized analytical skills, independent judgment and discretion to prepare summary reports, present facts, and offer recommendations concerning credit worthiness and the ability of the customer to repay loans. Worked in a fast-paced environment with loan officers and prepared credit memos for loan committee meetings. Performed annual reviews of all customers by researching publicly available material retrieved from Dun & Bradstreet, First Research, and other 3rd party reports and references. Developed detailed credit histories by compiling customer financial information and provided feedback to the Credit Analysis Manager and commercial lenders regarding the structure of loans.

• 

  Gordon Plumbing and Heating

  • Lawton, Oklahoma

  • Administrative Assistant

    • Feb 2006 - May 2009
    • Lawton, Oklahoma

    Coordinated and performed a range of staff and operational support activities for the company such as answering multi-line telephones, managing calendars, assisting visitors, and resolving administrative problems and inquiries. Served as an intermediary between general contractors and company management; managed multiple work orders and action items in a timely manner which resulted in a reduction of customer wait times. Utilized Microsoft Word to compose and edit correspondence and memoranda from dictation, verbal direction, and from knowledge of established company policies. Created and implemented a new system for filing customer invoices, purchase orders and other documents which simplified a confusing and complex filing system. The new filing system provided management with the ability to easily access files without requesting assistance from the office administrator and increased office efficiency. Created and implemented a human resource tracking and analysis system using Microsoft Excel, which enabled the company to keep track of personnel’s license /certification requirements and expiration dates. Recorded, calculated, and managed employee time and attendance.